November Market Recap

By Clint Edgington
Posted on December 2nd, 2020

In a year that the markets were driven by Covid, November may be remembered as a turning point.  Three different vaccines for Covid were announced […]

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Expenses Paid with PPP Loan Proceeds Not Deductible

By Anne Zavaglia
Posted on December 1st, 2020

Small businesses that received a Paycheck Protection Program (PPP) Loan are able to have their loan forgiven if the loan proceeds were used for certain […]

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Four Steps to Rebuilding Your Business

By Mark Fissel
Posted on December 1st, 2020

Few business owners have escaped the financial effects of stay-at-home orders, new safety protocols, and consumer fears related to the pandemic. Even if you took […]

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How to Help Maintain a High Credit Score

By Mark Fissel
Posted on December 1st, 2020

During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to […]

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LTC Insurance vs. Hybrid Life Insurance: Comparison

By Mark Fissel
Posted on December 1st, 2020

An important part of any retirement strategy involves factoring in the potential expenses associated with long-term care. For many years, people have purchased long-term care […]

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Sharing Your Money Values Can Be Part of Your Legacy

By Mark Fissel
Posted on December 1st, 2020

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. […]

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Five Tips to Regain Your Retirement Savings Focus in 2021

By Mark Fissel
Posted on December 1st, 2020

In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, […]

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October Market Review

By Clint Edgington
Posted on November 2nd, 2020

Writing these market reviews is a humbling experience and solidifies our hesitance to predict what markets will do in the short term.  Most months, it’s […]

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After Biden Win, How Should You Plan With Taxes In Mind?

By Anne Zavaglia
Posted on October 31st, 2020

Although President-elect Joe Biden has not yet officially been sworn into office, it’s not too early to start thinking about changes ahead. Joe Biden’s Tax […]

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Lessons from the Lockdown: A Back-to-Basics Holiday

By Mark Fissel
Posted on October 31st, 2020

If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures. In fact, 43% of respondents […]

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